Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (Asia Tech Strategy – Podcast 97)

This week’s podcast is about assessing specialty ecommerce companies (i.e,. the anteaters) vs. the ecommerce giants (i.e,. the lions). Which will survive? Which will thrive? You can listen to this podcast here or at iTunes and Google Podcasts. Here is the link to the Q&A on Sept 7: Live Chat with Prof Jeff on Asia Tech Strategy Here […]

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Etsy and How to Predict the Winners in Specialty Ecommerce (Asia Tech Strategy – Daily Lesson / Update)

Given the political shake-up in China tech, I’ve been shifting my focus to smaller companies that: Are not of a size that puts them on the radar for anti-trust regulation. Will benefit from government constraints on the giants. So I’ve recently written about NetEase, the #2 player in gaming in China. Is NetEase a Buying […]

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Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update)

There are a lot of interesting ecommerce plays at the intersection of food and on-demand services. Meituan, GoJek, Grab and Dingdong to name a few. I recently wrote about how Dingdong was doing on-demand fresh produce as a specialty ecommerce play. Dingdong vs. Oriental Trading: How to Spot the Specialty Ecommerce Winners (1 of 2) […]

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Dingdong and 5 Questions for Assessing Specialty Ecommerce Companies (2 of 2) (Asia Tech Strategy – Daily Lesson / Update)

In Part 1 – and in Podcast 90 (Can Dingdong Win in Groceries and Specialty Ecommerce?), I teed up questions about how specialty ecommerce companies win and lose. It’s a really useful strategy question to think about. Here’s why. Imagine a small ecommerce company emerges and gets some traction with a clever product. Or in […]

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